Compare · 2 funds side by side · dividends reinvested

STXK and DFAS

STXKStrive×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

STXK and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.3

Strive Small-Cap ETFUS Stock Styles · Small cap0.18%1.18%+12.2%+13.2%+18.4%[…]−10.3%15.8%$79M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: STXK 2022 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,320

DFAS

STXK

Strive Small-Cap ETF · $79M[…]

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

DFASMeasureSTXK

+15.7%Year to dateJan 1 → Nov 3+12.2%

+19.0%1 yearTotal return+13.2%

+19.1%3 years · per year$10,000 became $16,881 · $16,589+18.4%

+7.4%5 years · per year$10,000 became $14,320 · […][…]

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.01%Trailing 12-mo yield$101 · $118 a year on $10k1.18%

−9.4%Worst dropSmaller is better−10.3%

15.3%VolatilityLower is calmer15.8%

DFASSTXK Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2DFAS wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs STXK: Top 5 Holdings

Today

DFAS

1.4%in top 5

STXK

in top 51.8%

DFASStockSTXK

not top 5ESTC0.4%

not top 5CLF0.4%

not top 5IDCC0.4%

not top 5TWST0.4%

not top 5S0.4%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%RRCnot top 5

Held in common41.9%

End-of-day Nov 3, 2026 · share of each fund

DFAS vs STXK Returns, Every Period

DimensionalDFAS

+19.0%

past year

STXKStrive

+13.2%

past year

DFASSTXKFaded: behind in that period

3–0DFAS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAS vs STXK

YTD

DimensionalDFAS

+15.7%

STXKStrive

+12.2%

+15.7%Year to date+12.2%

−9.4%Worst drop · 1Y−10.3%

15.3%Volatility · 1Y15.8%

1.0%Yield1.2%

$34.7BAssets$78.5M

3–1DFAS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STXK, DFAS

Today

0.18%lowest, STXK

FundExpense ratioFee$10k

STXK0.18%$18

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: STXK, DFAS

1.18%highest, STXK

FundTrailing yieldYield$10k

STXK1.18%$118

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, STXK

STXK$118 − $18 = $100

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: STXK, DFAS

Today

41.9%most shared, STXK and DFAS

STXKDFAS

STXK—41.9%

DFAS41.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

STXKWorst drop−10.3%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

STXKDFAS

+12.2%Year to date+15.7%

1.2%Yield1.0%

+13.2%Past year+19.0%

0.18%Fee0.30%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026